Angelus Investment Consulting, INC.
Assets Under Management
$184.1M
Number of Clients
18
Number of Advisors
2
Average Client AUM
$10.2M
AUM per Advisor
$92.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Angelus Investment Consulting offers portfolio management based on client goals and risk tolerance. They also provide pension consulting services and may act as a subadviser. Investment advice is generally limited to mutual funds, fixed income, insurance products, equities, and ETFs.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Angelus charges an annual fee based on assets under management, as detailed in the fee table. These fees are negotiable. They also offer pension consulting plans with fixed fees ranging from $2,500 to $250,000, and hourly consulting services between $150 and $2,000 per hour. Financial planning services are also available with fixed and hourly fees in the same range.
Areas of Practice
Location
999 Ponce De Leon Blvd., St. 830, Coral Gables, FL, 33134